Overview
What is BPA CRM?
BPA CRM 2015 is a SharePoint-based integrated solution designed for Customer Relationship Management (CRM) and project management. According to the vendor, this versatile CRM solution caters to the requirements of sales professionals, marketing professionals, customer service representatives, project...
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What is BPA CRM?
BPA CRM is a customer relationship management (CRM) integrated into Microsoft SharePoint built for small and medium-sized businesses.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is BPA CRM?
BPA CRM 2015 is a SharePoint-based integrated solution designed for Customer Relationship Management (CRM) and project management. According to the vendor, this versatile CRM solution caters to the requirements of sales professionals, marketing professionals, customer service representatives, project managers, and business analysts across a wide range of industries.
Key Features
Intelligent Relationship Manager: According to the vendor, BPA CRM 2015 automatically suggests new contacts to be added in the CRM and tracks incoming and outgoing emails regardless of the device used. It provides a centralized platform for managing contacts and communication.
Email Tracking Module: According to the vendor, this module tracks who has opened emails sent from the CRM, helping prioritize calls based on email open rates, and provides insights into email engagement and effectiveness.
Sales Dashboard: BPA CRM 2015 offers a comprehensive set of tools for tracking sales activities and improving results, based on proven sales methods. It includes out-of-the-box sales performance metrics and key performance indicators (KPIs), according to the vendor.
Lead Tracking System: According to the vendor, this feature provides a visual system for tracking leads and important key performance indicators (KPIs). It helps salespeople prioritize leads based on criteria and lead value, utilizing colors to indicate the attention required for specific leads.
Web Lead Capture: The vendor claims that BPA CRM 2015 automatically enters leads from websites into the CRM, generates forms for landing pages, and streamlines the lead capture process.
Email Marketing Module: According to the vendor, this module enables the sending of mass emails to targeted contacts, ensuring that emails make it to each recipient's inbox, and automatically syncing campaign statistics back into the CRM.
Marketing Dashboard: The vendor states that BPA CRM 2015 tracks important metrics and key performance indicators (KPIs) in one centralized dashboard, providing insights into marketing performance and effectiveness.
Customer Request Tracking: According to the vendor, this feature automatically tracks customer requests sent via email or through the BPA helpdesk solution. It helps manage and prioritize customer inquiries and support tickets, providing a centralized platform for customer service management.
Project Management Integration: The vendor claims that BPA CRM 2015 seamlessly tracks projects directly from the CRM tool, linking projects with associated activities, emails, and documents. It provides a comprehensive view of customer projects within the CRM.
Mobile Solutions: According to the vendor, BPA CRM 2015 offers a mobile version of the CRM for iOS devices. It allows cross-device configuration sharing and provides remote and offline access to CRM data.
